ZIG
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Zuckerman Investment Group’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Zuckerman Investment Group’s Portfolio XLRE Stock Details XLRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.5M Buy
36,709
+744
+2% +$31.2K 0.14% 59
2025
Q4 		$1.45M Sell
35,965
-2,010
-5% -$82.7K 0.13% 64
2025
Q3 		$1.6M Sell
37,975
-102
-0.3% -$4.27K 0.15% 67
2025
Q2 		$1.58M Buy
38,077
+3,084
+9% +$127K 0.15% 68
2025
Q1 		$1.46M Sell
34,993
-363
-1% -$15.1K 0.16% 68
2024
Q4 		$1.46M Buy
35,356
+3,042
+9% +$132K 0.14% 70
2024
Q3 		$1.44M Buy
32,314
+192
+0.6% +$8.09K 0.15% 65
2024
Q2 		$1.23M Buy
32,122
+1,788
+6% +$67.3K 0.14% 65
2024
Q1 		$1.2M Buy
30,334
+1,187
+4% +$46.2K 0.14% 66
2023
Q4 		$1.17M Sell
29,147
-879
-3% -$31.6K 0.15% 64
2023
Q3 		$1.02M Buy
30,026
+933
+3% +$34.5K 0.15% 58
2023
Q2 		$1.1M Buy
29,093
+426
+1% +$15.7K 0.16% 57
2023
Q1 		$1.07M Buy
28,667
+2,649
+10% +$102K 0.16% 58
2022
Q4 		$961K Buy
26,018
+9,242
+55% +$341K 0.15% 62
2022
Q3 		$604K Buy
16,776
+3,648
+28% +$153K 0.11% 67
2022
Q2 		$536K Buy
13,128
+1,761
+15% +$78.5K 0.1% 67
2022
Q1 		$549K Buy
11,367
+470
+4% +$22K 0.09% 66
2021
Q4 		$565K Buy
10,897
+480
+5% +$23.1K 0.09% 71
2021
Q3 		$463K Buy
10,417
+565
+6% +$26.3K 0.08% 79
2021
Q2 		$437K Buy
9,852
+960
+11% +$41.2K 0.07% 80
2021
Q1 		$351K Buy
+8,892
New +$334K 0.06% 84

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Zuckerman Investment Group's XLRE Position: Q1 2026 in Review

Zuckerman Investment Group increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 2.1% in Q1 2026, buying an estimated $31.2K and bringing the position to 36,709 shares worth $1.5M. The position accounts for 0.14% of the portfolio, ranked #59.

Zuckerman Investment Group first reported a position in XLRE in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.6M in Q3 2025. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

  • Zuckerman Investment Group held 36,709 shares of State Street Real Estate Select Sector SPDR ETF worth $1.5M as of Q1 2026.
  • Zuckerman Investment Group bought 744 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $31.2K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.14% of Zuckerman Investment Group's portfolio in Q1 2026, its #59 holding.
  • Zuckerman Investment Group first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2021 and has held it in 21 quarters since.
  • Zuckerman Investment Group's State Street Real Estate Select Sector SPDR ETF position peaked at $1.6M in Q3 2025.
  • 751 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Zuckerman Investment Group's 13F filing for Q1 2026, filed 15 May 2026.